DB
Dravo Bay Portfolio holdings
AUM
$207M
1-Year Est. Return
11.75%
1 Year Est. Return
+11.75%
AUM
$189M
AUM Growth
-$17.6M
(-8.5%)
Holding
52
Top Buys
| 1 | +$2.59M | |
| 2 | +$219K | |
| 3 | +$30.2K | |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$11.1K |
Top Sells
| 1 | +$2.54M | |
| 2 | +$1.99M | |
| 3 | +$1.2M | |
| 4 |
Apple
AAPL
|
+$1.18M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.14M |
Sector Composition
| 1 | Technology | 0.56% |
| 2 | Consumer Discretionary | 0.12% |
| 3 | Industrials | 0.12% |
| 4 | Consumer Staples | 0% |
| 5 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
PepsiCo
PEP
$200B
| – | – |
-2,950
|
|
||
52
Visa
V
$659B
| – | – |
-2,043
|
|